Twinbeech Capital LP

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
680
Total Value
5509278124
Accession Number
0001214659-25-007843
Form Type
13F-HR
Manager Name
Twinbeech Capital LP
Data Enrichment
99% identified
672 identified8 unidentified

Holdings

680 positions
Manager:
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Page 11 of 34
Unity Software Inc.
Shares:
341929
Value:
$6.7B
Boot Barn Holdings, Inc.
Shares:
61682
Value:
$6.6B
MACOM Technology Solutions Holdings, Inc.
Shares:
65723(+23.7%)
Value:
$6.6B(-4.4%)
HF Sinclair Corp
Shares:
200592
Value:
$6.6B
Primerica, Inc.
Shares:
23148(+76.1%)
Value:
$6.6B(+84.6%)
AMKOR TECHNOLOGY, INC.
Shares:
362205(+2159.0%)
Value:
$6.5B(+1488.0%)
ADVANCED ENERGY INDUSTRIES INC
Shares:
68587
Value:
$6.5B
M&T BANK CORP
Shares:
36494(-73.5%)
Value:
$6.5B(-74.8%)
SiteOne Landscape Supply, Inc.
Shares:
53713
Value:
$6.5B
PTC THERAPEUTICS, INC.
Shares:
127193
Value:
$6.5B
AXON ENTERPRISE, INC.
Shares:
12313(-72.8%)
Value:
$6.5B(-75.9%)
Goosehead Insurance, Inc.
Shares:
54713(+138.4%)
Value:
$6.5B(+162.6%)
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
Shares:
42510(-4.4%)
Value:
$6.4B(-22.1%)
NOVANTA INC
Shares:
49822(+215.5%)
Value:
$6.4B(+164.1%)
Viking Therapeutics, Inc.
Shares:
262193
Value:
$6.3B
CCC Intelligent Solutions Holdings Inc.
Shares:
684095(+1541.7%)
Value:
$6.2B(+1163.8%)
Mr. Cooper Group Inc.
Shares:
51511
Value:
$6.2B
DILLARD'S, INC.
Shares:
17031
Value:
$6.1B
EQUINIX INC
Shares:
7346
Value:
$6.0B
TE Connectivity plc
Shares:
41996(+165.5%)
Value:
$5.9B(+162.5%)